Nick Foley
Analist-Vaste Inkomen bij Segall Bryant & Hamill LLC
Oorsprong van het eerstegraads netwerk van Nick Foley
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Segall Bryant & Hamill LLC
 Segall Bryant & Hamill LLC Investment ManagersFinance Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.
63
| Subsidiary | Investment Managers | 63 |
Denver Investment Advisors LLC
 Denver Investment Advisors LLC Investment ManagersFinance Denver Investment Advisors LLC is a registered investment advisor located in Denver, Colorado. The firm's origins can be traced to 1958 as the manager of tax-exempt accounts for First National Bank of Denver. In 1983, the firm became a Registered Investment Advisor, and in 1984, they became Denver Investment Advisors, Inc., a wholly-owned subsidiary of the bank. In 1995, a group of investment professionals from Denver Investment Advisors, Inc., bought the firm from the bank, forming a new entity, Denver Investment Advisors LLC, and changing the ownership structure to a 100% employee-owned firm. In 2000, the firm acquired Bee & Associates, a boutique firm specializing in the management of international small-cap equities. In 2004, they acquired Tempest Investment Counselors, Inc., a local money management firm specializing in managing assets for high net-worth individuals. Denver Investment Advisors was acquired by Segall Bryant & Hamill LLC in 2018. Denver Investment Advisors manages assets for an array of individual and institutional investors, including corporate and public pension plans, multi-employer plans, foundations and endowments, healthcare organizations, insurance companies and financial intermediaries. The firm provides investment management services for certain of their investment styles as an advisor and/or sub-advisor to investment companies, including their proprietary family of mutual funds, Westcore Funds. Denver Investment Advisors also provides portfolio management services to third party sponsors of wrap fee programs, including providing model portfolio information on a non-discretionary basis. Denver Investment Advisors maintains the Workplace Equality Index, which is an index of companies that support lesbian, gay, bisexual and transgender (LGBT) equality in the workplace. The firm has entered into a licensing agreement for an ETF, Workplace Equality Portfolio (EQLT).
31
| Extinct | Investment Managers | 31 |
Gonzaga University
25
| College/University | Other Consumer Services | 25 |
Washington Mutual Bank
 Washington Mutual Bank Savings BanksFinance Washington Mutual Bank FA provides saving and banking services. It also offers home loans, commercial banking, retail banking & financial and card services. The company was founded in 1889 and is headquartered in Seattle, WA
18
| Extinct | Savings Banks | 18 |
Bank of the West (Grapevine, Texas)
 Bank of the West (Grapevine, Texas) Regional BanksFinance Bank of the West (Grapevine, Texas) provides banking services. It offers loans, debit card, merchant services, mobile banking and deposit, online banking, remote deposit capture, safe deposit boxes, and SBA preferred loans. The company was founded on April 01, 1986 and is headquartered in Grapevine, TX,
2
| Subsidiary | Regional Banks | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Nick Foley via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity | |
| HILLSHIRE BRANDS CO | Food: Meat/Fish/Dairy | Corporate Officer/Principal | |
Kennedy Capital Management LLC
 Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Director of Research - Equity Corporate Officer/Principal Analyst-Equity | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Analyst-Equity | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Denver | College/University | Masters Business Admin Graduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Graduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree Masters Business Admin Undergraduate Degree | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor Corporate Officer/Principal | |
| The University of Colorado | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
The Denver Foundation
 The Denver Foundation Miscellaneous Commercial ServicesCommercial Services The Denver Foundation is a charitable organization that awards grants to non-profit organizations in the areas of Arts and Culture, Civic and Education, Health, and Human Services. The foundation's staff covers the following areas: community issues, giving and volunteering, management and administration, and non-profit sector. The Denver Foundation was founded in 1925 and is headquartered in Denver, Colorado. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
| Stein Roe & Farnham, Inc. /Private Capital Management Div/ | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
The Colorado College
 The Colorado College Other Consumer ServicesConsumer Services Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO | College/University | Undergraduate Degree Undergraduate Degree | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree | |
| Massachusetts Institute of Technology | College/University | Graduate Degree Graduate Degree | |
| University of Missouri | College/University | Undergraduate Degree Masters Business Admin | |
| Indiana University | College/University | Masters Business Admin Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Oregon Investment Group
 The University of Oregon Investment Group Investment ManagersFinance The University of Oregon Investment Group (UOIG) is the state-owned investment advisor headquartered in Eugene, Oregon. Founded in 1998, UOIG provides students with the opportunity to participate in the operation of an investment management organization. The firm’s overall mission is to enhance their members’ education through learning in-depth equity research processes, valuation techniques, portfolio management, and market analysis. | Investment Managers | Analyst-Equity Analyst-Equity | |
Pomona College
 Pomona College Other Consumer ServicesConsumer Services Pomona College offers curriculum in the arts, humanities, social sciences and natural sciences. It was founded in 1887 and it is headquartered in Claremont, CA | College/University | Undergraduate Degree Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Masters Business Admin | |
The Chicago Trust Co. NA
 The Chicago Trust Co. NA Investment ManagersFinance Part of Wintrust Financial Corp., The Chicago Trust Co. NA provides investment advice. The company is based in Chicago, IL. The company was founded in 1991. Robert J. Mayo has been the CEO of the company since 2003. | Investment Managers | Analyst-Equity Analyst-Equity | |
| St. Louis University | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
| Metropolitan State University of Denver | College/University | Undergraduate Degree Undergraduate Degree | |
| Northern Illinois University | College/University | Undergraduate Degree Undergraduate Degree | |
| FIRST FINANCIAL NORTHWEST, INC. | Regional Banks | Director/Board Member Chief Administrative Officer | |
| Boots Pharmaceuticals | Corporate Officer/Principal | ||
| University of International Business & Economics | College/University | Undergraduate Degree | |
Accenture LLC
 Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Kelley School of Business | College/University | Graduate Degree | |
| Whittier College | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 45 |
| Spanje | 2 |
| China | 2 |
Sectoraal
| Consumer Services | 24 |
| Finance | 15 |
| Commercial Services | 5 |
| Communications | 3 |
| Consumer Non-Durables | 2 |
Operationeel
| Corporate Officer/Principal | 130 |
| Undergraduate Degree | 91 |
| Analyst-Equity | 75 |
| Portfolio Manager-Equities | 63 |
| Director/Board Member | 60 |
Sterkste connecties
| Insiders | |
|---|---|
| William Longbrake | 19 |
| Charles H. Porter | 14 |
| Brad Herr | 13 |
| Anna Hutson | 13 |
| Rob Singer | 13 |
| Eric Ferren | 13 |
| Lisa Zuniga Ramirez Ramirez | 13 |
| David Bolocan | 12 |
| John F. Robinson | 11 |
| David Michael Reeder | 10 |
| Paul A. Kuppinger | 9 |
| Marge F. Rodino | 9 |
| John Fenley | 9 |
| Tariq Khan | 8 |
| William Sae Oh | 8 |
- Beurs
- Insiders
- Nick Foley
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